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Vanguard Financials ETF

564 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $4.76M

6% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 203

6.51% less ownership

Funds ownership: 56.78%50.27% (-6.5%)

7% less funds holding

Funds holding: 604564 (-40)

35% less funds holding in top 10

Funds holding in top 10: 2617 (-9)

36% less capital invested

Capital invested by funds: $6.73B → $4.31B (-$2.42B)

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 81

Holders
564
Holders Change
-40
Holders Change %
-6.62%
% of All Funds
9.5%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
203
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
JSL
576
JT Stratford LLC
Georgia
-$1.7M -18,150 Closed
APWM
577
Atlas Private Wealth Management
New York
-$1.27M -13,615 Closed
ES
578
Eagle Strategies
New York
-$1.13M -12,136 Closed
TC
579
TAP Consulting
Missouri
-$1.05M -11,240 Closed
Millennium Management
580
Millennium Management
New York
-$918K -9,832 Closed
IIA
581
IPG Investment Advisors
California
-$889K -9,515 Closed
SSA
582
Schonfeld Strategic Advisors
New York
-$859K -9,200 Closed
ATPW
583
Ashton Thomas Private Wealth
Arizona
-$849K -9,088 Closed
SG
584
StoneX Group
New York
-$837K -8,957 Closed
HGERS
585
Householder Group Estate & Retirement Specialist
Arizona
-$697K -7,461 Closed
CIBC Private Wealth Group
586
CIBC Private Wealth Group
Georgia
-$693K -7,423 Closed
OMC
587
Old Mission Capital
Illinois
-$672K -7,193 Closed
TSS
588
Two Sigma Securities
New York
-$565K -6,053 Closed
GSC
589
Ground Swell Capital
South Carolina
-$558K -5,975 Closed
MHS
590
M Holdings Securities
Oregon
-$521K -5,577 Closed
SPA
591
Sentinel Pension Advisors
Massachusetts
-$480K -5,135 Closed
MSWMA
592
Market Street Wealth Management Advisors
Indiana
-$391K -4,192 Closed
HWM
593
Howard Wealth Management
Connecticut
-$389K -4,167 Closed
ACI
594
Alpha Cubed Investments
California
-$373K -3,990 Closed
FPAS
595
Focus Partners Advisor Solutions
Missouri
-$367K -3,928 Closed
AL
596
Aspiriant LLC
California
-$359K -3,847 Closed
BCM
597
Brookstone Capital Management
Illinois
-$343K -3,763 Closed
VFA
598
Valeo Financial Advisors
Indiana
-$341K -3,654 Closed
WHC
599
Wulff, Hansen & Co
California
-$327K -3,500 Closed
HAS
600
HBW Advisory Services
California
-$301K -3,227 Closed

VFH Hedge Fund Activity: Q2 2022 in Review

564 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2022, worth a combined $4.31B — down 36% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VFH and 50 opened new positions — a net loss of 31 holders — while 203 trimmed existing stakes and 191 added.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $580M.

  • 564 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2022, down from 604 in Q1 2022.
  • Funds reported $4.31B of Vanguard Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 50 funds opened new Vanguard Financials ETF positions in Q2 2022 and 81 closed out, a net change of -31 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2022 was Bank of America, an estimated $130M added.
  • The largest Vanguard Financials ETF seller in Q2 2022 was JP Morgan Chase, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.